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State Street Financial Select Sector SPDR ETF

1,320 hedge funds and large institutions have $203B invested in State Street Financial Select Sector SPDR ETF in 2021 Q2 according to their latest regulatory filings, with 161 funds opening new positions, 581 increasing their positions, 401 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

667% more capital invested

Capital invested by funds: $26.5B → $203B (+$176B)

87% more first-time investments, than exits

New positions opened: 161 | Existing positions closed: 86

45% more repeat investments, than reductions

Existing positions increased: 581 | Existing positions reduced: 401

5% more funds holding in top 10

Funds holding in top 10: 8488 (+4)

5% more funds holding

Funds holding: 1,2631,320 (+57)

7.53% less ownership

Funds ownership: 69.8%62.27% (-7.5%)

37% less call options, than puts

Call options by funds: $5.43B | Put options by funds: $8.65B

Holders
1,320
Holders Change
+57
Holders Change %
+4.51%
% of All Funds
22.97%
Holding in Top 10
88
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.76%
% of All Funds
1.53%
New
161
Increased
581
Reduced
401
Closed
86
Calls
$5.43B
Puts
$8.65B
Net Calls
-$3.22B
Net Calls Change
-$1.92B
Name Holding Trade Value Shares
Change
Change in
Stake
CA
1301
Centerpoint Advisors
Massachusetts
$6K -$1.83K -50 -25%
BL
1302
Balentine LLC
Georgia
$6K
EAM
1303
Eukles Asset Management
Ohio
$6K
MIM
1304
Macroview Investment Management
Maryland
$6K
TFO
1305
Tarbox Family Office
California
$6K +$5.49K +150 New
VCM
1306
Vigilant Capital Management
Maine
$6K +$5.49K +150 New
HI
1307
Hudock Inc
Pennsylvania
$5K +$1.06K +29 +23%
FFG
1308
Ford Financial Group
California
$5K +$5.23K +143 New
BHWM
1309
Bay Harbor Wealth Management
Maryland
$4K -$460K -12,567 -99%
VCM
1310
Versant Capital Management
Arizona
$4K +$2.93K +80 +400%
POIA
1311
Pin Oak Investment Advisors
Texas
$4K +$4.39K +120 New
PP
1312
Paloma Partners
Connecticut
$3K -$12.1M -331,908 -100%
KFP
1313
KB Financial Partners
New Jersey
$3K -$421K -11,506 -99%
FI
1314
FormulaFolio Investments
Michigan
$3K
JFA
1315
JNBA Financial Advisors
Minnesota
$3K
PWA
1316
Phoenix Wealth Advisors
North Carolina
$3K
JWA
1317
JFS Wealth Advisors
Pennsylvania
$2K -$1.5K -41 -39%
CA
1318
Crewe Advisors
Utah
$2K
JWM
1319
Janiczek Wealth Management
Colorado
$2K +$1.83K +50 New
LPWM
1320
Lake Point Wealth Management
Texas
$2K +$2.12K +58 New
SFA
1321
Semmax Financial Advisors
North Carolina
$1K
H
1322
HoyleCohen
California
$900 +$11.7K +321 +1%
MA
1323
MBA Advisors
Pennsylvania
$277 -$48.4K -1,323 -15%
BBHC
1324
Brown Brothers Harriman & Co
New York
$116 +$49.9K +1,363 +76%
AIMCA
1325
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$514M -15,100,000 Closed

XLF Hedge Fund Activity: Q2 2021 in Review

1,320 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in State Street Financial Select Sector SPDR ETF (XLF) for Q2 2021, worth a combined $203B — up 667% from $26.5B a quarter earlier.

Buyers outnumbered sellers: 161 funds opened new XLF positions and 86 closed out — a net gain of 75 holders — while 581 added to existing stakes and 401 trimmed.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, adding an estimated $492M. The largest seller was JP Morgan Chase, cutting an estimated $920M.

  • 1,320 institutional investors held State Street Financial Select Sector SPDR ETF (XLF) as of Q2 2021, up from 1,263 in Q1 2021.
  • Funds reported $203B of State Street Financial Select Sector SPDR ETF stock for Q2 2021, up 667% quarter-over-quarter.
  • 161 funds opened new State Street Financial Select Sector SPDR ETF positions in Q2 2021 and 86 closed out, a net change of +75 holders.
  • The largest State Street Financial Select Sector SPDR ETF buyer in Q2 2021 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $492M added.
  • The largest State Street Financial Select Sector SPDR ETF seller in Q2 2021 was JP Morgan Chase, an estimated $920M sold.

Based on aggregated 13F filings for Q2 2021.